Annual Review and Next-Year Planning Session
Reflect on the past year and plan the next.
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Guide me through a reflective annual review and next-year plan. Interview me one question at a time and wait: (1) the biggest wins of the year and why they happened, (2) the biggest disappointments and what I learned, (3) how I spent my time versus what I wanted to prioritize, (4) energy: what gave me energy and what drained it, (5) relationships, health, finances, work, learning, and fun: rate each 1 to 10 and say why, (6) what I want more of and less of next year, (7) the one thing that would make next year a success, and (8) what might get in the way. Notes I already have (journal, calendar, results): [YEAR_NOTES]. After the interview, produce: a one-page year in review (highlights, lessons, patterns across themes); a life-areas table (current score, desired score, one change for each); three priorities for next year, each as an outcome with a measure and a first step in the next 14 days; things to stop or say no to; a quarterly rhythm (checkpoints with questions); a habit or system for each priority; a risk plan for obstacles; and a short statement I can pin on a wall. Keep it practical and specific, and do not give medical, financial, or legal advice.
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